Senior-Secure™
Your partners in fraud prevention.
We watch. We call. You decide.
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How Senior-Secure works

At your parent's pace. They stay in charge.

The steps

  1. Referral or waitlist

    Advisor referral or waitlist.

  2. Private conversation

    How they bank, who they trust.

  3. Personal setup

    Safeguards, by phone or video.

Two parents at home talk with their family on a laptop video call.

  1. Trusted Contacts

    Someone their bank can call.

  2. Ongoing support

    We call if something looks wrong.

  3. If fraud happens

    Our playbook, plus recovery help on Advantage and Signature.

A mother and her grown daughter smile together at home over a book.
About Trusted ContactsHide details

We help them name a Trusted Contact at their brokerage, and at their bank when it offers one: someone they choose, and it does not have to be us. A Trusted Contact cannot trade or see balances. At brokerage firms, FINRA(opens in a new tab), the regulator for brokerage firms, has the firm ask for one. If the brokerage suspects someone is taking advantage of a client 65 or older, it can pause a payment and reach out to that person. That is the brokerage's decision. We track every account with them, so they always know which ones have a Trusted Contact in place.

How we spot trouble and reach them

Scammers count on your parent being alone and in a hurry. We help make sure they're neither.

Their alerts reach us too.

With their permission, copies of their bank and brokerage alerts come to us. They can call or text us first, 8 AM to 8 PM ET, every day.

We call them.

If something looks wrong, we call right away and help check who is really asking.

They decide what happens next.

Next, they call their bank's fraud line to lock the accounts. On Advantage and Signature, we join them on a three-way call.

See detailsHide details

If a brokerage account is involved, the brokerage decides whether to pause the payment and calls the Trusted Contact they named. Family hears from us only with their permission.

Built to catch the scams that talk people into sending money

The Senior-Secure 12 pillars of protection. Each plan builds on the one before it.

Senior-Secure™ badge: a lighthouse ringed by icons for the 12 pillars of protection listed below.
12 pillars, one team.

Essentials

5 of 12 pillars

Core protections in every plan:

  1. Call and text screeningWe set up their phone to block known scam calls and texts. If one still gets through, they can forward it to us and we'll tell them whether it's safe.
  2. Secure vault and loginsWe help them set up a digital vault for their passwords and important documents. It's theirs, and we never see their passwords.
  3. Protection from fake tech supportWe help them check any call, pop-up or message that claims to be tech support.
  4. Credit freeze and opt-out helpWe help them freeze their credit at the three credit bureaus, and save each bank's fraud number. Together, we add their numbers to the National Do Not Call Registry, opt them out of pre-approved credit offers and sign them up to cut down on junk mail.
  5. Breach alerts and password helpIf their personal information shows up in a data breach, we let them know and help them change the affected passwords.

Remote setup by phone or video*

Pricing coming soon

Advantage

Recommended

9 of 12 pillars

Everything in Essentials

  1. Call and text screeningWe set up their phone to block known scam calls and texts. If one still gets through, they can forward it to us and we'll tell them whether it's safe.
  2. Secure vault and loginsWe help them set up a digital vault for their passwords and important documents. It's theirs, and we never see their passwords.
  3. Protection from fake tech supportWe help them check any call, pop-up or message that claims to be tech support.
  4. Credit freeze and opt-out helpWe help them freeze their credit at the three credit bureaus, and save each bank's fraud number. Together, we add their numbers to the National Do Not Call Registry, opt them out of pre-approved credit offers and sign them up to cut down on junk mail.
  5. Breach alerts and password helpIf their personal information shows up in a data breach, we let them know and help them change the affected passwords.

Advantage adds

  1. Two-device setupWe send them a second device just for banking and investing. Their own phone and computer stay the same for everything else, so a bad link or a fake pop-up there stays away from their money. We set it up with them by phone or video.
  2. Monthly family summaryWith their permission, a family member they choose gets a short summary each month.
  3. Recovery helpIf a scam gets through, we help them take the next steps right away: calling their bank, filing reports with the FTC and local police, changing passwords and watching their accounts for follow-up scams.
  4. Fast help locking a card or accountIf something looks wrong, we join them on a three-way call with their bank right away to lock the card or account.

Remote setup by phone or video*

Pricing coming soon

Signature

12 of 12 pillars

Everything in Advantage

  1. Call and text screeningWe set up their phone to block known scam calls and texts. If one still gets through, they can forward it to us and we'll tell them whether it's safe.
  2. Secure vault and loginsWe help them set up a digital vault for their passwords and important documents. It's theirs, and we never see their passwords.
  3. Protection from fake tech supportWe help them check any call, pop-up or message that claims to be tech support.
  4. Credit freeze and opt-out helpWe help them freeze their credit at the three credit bureaus, and save each bank's fraud number. Together, we add their numbers to the National Do Not Call Registry, opt them out of pre-approved credit offers and sign them up to cut down on junk mail.
  5. Breach alerts and password helpIf their personal information shows up in a data breach, we let them know and help them change the affected passwords.
  6. Two-device setupWe send them a second device just for banking and investing. Their own phone and computer stay the same for everything else, so a bad link or a fake pop-up there stays away from their money. We set it up with them by phone or video.
  7. Monthly family summaryWith their permission, a family member they choose gets a short summary each month.
  8. Recovery helpIf a scam gets through, we help them take the next steps right away: calling their bank, filing reports with the FTC and local police, changing passwords and watching their accounts for follow-up scams.
  9. Fast help locking a card or accountIf something looks wrong, we join them on a three-way call with their bank right away to lock the card or account.

Signature adds

  1. Video call before big money movesBefore a large payment or any big account change, someone from our team looks it over with them on a video call.
  2. When a new love asks for moneyRomance scams build trust first, then ask for money. If a payment to someone new looks off, we call right away. In our check-ins, we also listen for early warning signs.
  3. If someone close takes advantageHelp when someone they trust misuses access.

Remote setup by phone or video, plus up to $100 a year toward in‑home help*

Pricing coming soon

Fiduciary Protect (coming later)

For larger estates, a licensed trust company they choose can be named on their trust to approve major money moves. Senior-Secure helps set it up.

Pricing coming soon

Included in every plan:

Scams change. So do we.

Senior-Secure™ keeps studying new scams and uses what it learns to protect your family better.

See detailsHide details

Each week, we check these sources for new scams:

Last checked:

November 2, 2026

Newest:

Fake health plan ads during open enrollment

See the latest scams

We call on every plan when something looks wrong, 8 AM to 8 PM ET, every day. Alerts that come in overnight get a call at 8 AM ET.

*Prefer a hand at home? We can arrange a background-checked local tech helper, at their cost. Signature members get up to $100 a year toward it.

Not sure which plan fits? We'll help you choose, one on one.

Senior-Secure vs other services

How we compare

Safeguards set up together, a second set of eyes and a call when something looks wrong.

How Senior-Secure compares with alert apps, identity theft protection and call filters
What mattersSenior-SecureAlert and monitoring appsIdentity theft protectionCall filters
Does someone check in before your parent sends money?Yes. Every client can call us before any big payment. Signature adds a video check before big payments and account changes.No. They get an automated alert.Only if you callNo. Calls and texts only.
When it helpsWhen each option steps in.When an alert comes in, and before a big paymentAfter activity postsWhen their credit or identity data changesCalls and texts only
Main focusWhat each option is built to do.Protection from scams that talk people into sending moneyPost-transaction account activityData and creditUnwanted calls and texts
Who hears firstWho gets told when something looks wrong.Them. Family only with their permission.Them, and family if set upThemThem
Accounts coveredWhich accounts each option looks after.Safeguards and alerts on every bank, brokerage and card account they chooseThe accounts you linkYour credit and identityTheir phone

Based on our October 2026 review of publicly listed services.

Recovery help

If something still gets through, they're not alone.

Advantage and Signature

Scams are built to fool careful, capable people. Tell us as soon as you can. Everyone gets our written playbook. On Advantage and Signature, we also work through it with them, one step at a time:

  1. We walk them through the next steps, in the right order.
  2. Help with the reports they file with the agencies below.
  3. Their bank: we help them contact it, and any brokerage or card company involved.
  4. Adult Protective Services, the office that looks into financial abuse: we help them report it there, if that's the right step.

Where we help them report

On Advantage and Signature, we help choose the right ones and stay on while they file.

  1. FTCReportFraud.ftc.gov (opens in a new tab) or 1-877-382-4357
  2. The FBI's Internet Crime Complaint Center (IC3)ic3.gov (opens in a new tab)
  3. IdentityTheft.govIdentityTheft.gov (opens in a new tab)
  4. National Elder Fraud Hotline1-833-372-8311
  5. Adult Protective ServicesYour state or county office. Find it through the Eldercare Locator at eldercare.acl.gov (opens in a new tab) or 1-800-677-1116

We never give financial, investment, legal or tax advice.

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Their privacy and their consent

Personal details stay private.

Consent comes first

Nothing is shared with family or an advisor without their permission.

How we handle their information

Separate business accounts, a password manager, two-step sign-in and only the information we need. We never sell it.

Read our Security pageOur privacy notice